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PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Fund
S&P 500
This Quarter Est. Return
+10.13%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$1.74B
AUM Growth
+$168M
Cap. Flow
+$14.8M
Cap. Flow %
0.85%
Top 10 Hldgs %
22.1%
Holding
831
New
35
Increased
232
Reduced
218
Closed
35

Top Buys

Rank Stock Value
1
ITB icon
iShares US Home Construction ETF
ITB
+$12.3M
2
LSBG
Lake Sunapee Bank Group
LSBG
+$5.11M
3
CMI icon
Cummins
CMI
+$2.96M
4
MCD icon
McDonald's
MCD
+$2.86M
5
HAR
Harman International Industries
HAR
+$2.47M

Top Sells

Rank Stock Value
1
WMT icon
Walmart Inc
WMT
+$4.95M
2
XOM icon
ExxonMobil
XOM
+$4.05M
3
AGN
Allergan Inc
AGN
+$2.97M
4
DE icon
Deere & Co
DE
+$2.95M
5
VZ icon
Verizon
VZ
+$2.58M

Sector Composition

Rank Sector Weight
1 Healthcare 14.84%
2 Financials 14.22%
3 Technology 13.73%
4 Industrials 11.72%
5 Consumer Discretionary 11.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FPX icon
451
First Trust US Equity Opportunities ETF
FPX
$1.48B
$102K 0.01%
2,250
– –
YHOO
452
DELISTED
Yahoo Inc
YHOO
$101K 0.01%
2,500
– –
IXG icon
453
iShares Global Financials ETF
IXG
$697M
$100K 0.01%
1,783
-75
-4% -$4.11K
MOO icon
454
VanEck Agribusiness ETF
MOO
$978M
$100K 0.01%
1,843
– –
SCHE icon
455
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$100K 0.01%
4,060
– –
VEA icon
456
Vanguard FTSE Developed Markets ETF
VEA
$236B
$99K 0.01%
2,385
+401
+20% +$16.3K
CHK
457
DELISTED
Chesapeake Energy Corporation
CHK
$99K 0.01%
19
– –
HSBC icon
458
HSBC
HSBC
$354B
$97K 0.01%
2,039
– –
RBS.PRH.CL
459
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
$97K 0.01%
+4,000
New +$98K
BIV icon
460
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$95K 0.01%
1,163
– –
BHC icon
461
Bausch Health
BHC
$2.37B
$94K 0.01%
800
– –
SPSB icon
462
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$94K 0.01%
3,055
– –
TEF
463
DELISTED
Telefonica
TEF
$93K 0.01%
7,753
– –
SHW icon
464
Sherwin-Williams
SHW
$88.1B
$92K 0.01%
1,500
– –
FAST icon
465
Fastenal
FAST
$59.8B
$90K 0.01%
7,616
– –
IXP icon
466
iShares Global Comm Services ETF
IXP
$571M
$89K 0.01%
1,298
– –
LULU icon
467
lululemon athletica
LULU
$14.5B
$89K 0.01%
1,500
+1,000
+200% +$68.6K
NYT icon
468
New York Times
NYT
$10.5B
$89K 0.01%
5,588
– –
OGE icon
469
OGE Energy
OGE
$9.54B
$88K 0.01%
2,600
-200
-7% -$7.16K
FFC
470
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$783M
$87K 0.01%
4,954
– –
L icon
471
Loews
L
$23.3B
$87K 0.01%
1,800
– –
AMAT icon
472
Applied Materials
AMAT
$415B
$85K ﹤0.01%
4,800
– –
OKS
473
DELISTED
Oneok Partners LP
OKS
$84K ﹤0.01%
1,600
– –
IJT icon
474
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.36B
$83K ﹤0.01%
1,400
– –
MUB icon
475
iShares National Muni Bond ETF
MUB
$45.8B
$83K ﹤0.01%
800
+50
+7% +$5.21K
17 18
19
20 21

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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People's United Financial's Q4 2013 Portfolio in Review

As of Q4 2013, People's United Financial held 831 positions worth $1.74B, up 11% from $1.58B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q4 2013 filing shows 35 new, 232 increased, 218 reduced and 35 closed positions. Its largest new stake was iShares US Home Construction ETF: 542,336 shares worth $13.5M. The largest sale was Walmart Inc, an estimated $4.95M.

By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 15% a quarter earlier, followed by Financials and Technology.

  • People's United Financial's largest Q4 2013 buy was iShares US Home Construction ETF: 542,336 shares worth $13.5M.
  • People's United Financial added most to Cummins in Q4 2013, an estimated $2.96M increase.
  • People's United Financial's biggest Q4 2013 reduction was Walmart Inc, cutting an estimated $4.95M.
  • People's United Financial fully exited SOURCEFIRE INC COM STK in Q4 2013, selling an estimated $637K.
  • People's United Financial's ten largest holdings make up 22% of its $1.74B portfolio in Q4 2013.
  • People's United Financial opened 35 new positions and closed 35 in Q4 2013.
  • People's United Financial's portfolio value rose 11% quarter-over-quarter to $1.74B.

Based on People's United Financial's 13F filing for Q4 2013, filed 14 Feb 2014.